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Votes
3
Allow more than one tax district on a job
Allow for multiple tax districts on a job so that the correct types of taxes can be applied to an invoice. For example, software & hardware are not taxed at the same rate ...by: Melanie K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Print attached a/p invoices when printing time & materials invoices
Print a/p invoices that have been scanned and attached, in the order they are listed in the time & materials invoice.by: Caitlin K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
Add invoice date and terms to report 3-1-3 report 21 and 26
I have to send our AR Aging reports to the bank and I use the report 26 under the menu item 3-1-3 report 26 and provides the due date but the bank always requests ...by: Amy P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
retention release phase
Be able to release retention by phase level, not just on Job. Example have 2 phases, one still needs to be 10%, however the second phase needs to be at 5. Now we have to ...by: Tiffani E. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
T&M Calculation
Periodically T&M invoices calculate incorrectly for the Overhead and Profit. I was told this was an averaging issue. I feel if we are sending out invoices to owners our ...by: Shanda M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
Batch process for adding new users to the access list for projects
With "Subject to Job Security" set for a security group, the only way to add a new user to the access list for a project is one by one using 3-5. It would be very ...by: John G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
Allow pasting in progress billing description
When clients are new they often have many historical progress billings that have to be set up. But when I try to copy from the excel version Sage will not allow me to ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
3-5 AR Jobs - Purchase Orders tab
Would be easier if the Purchase Orders tab would display PO's in a more usable order, such as by PO number or date. Today, it's sorted by vendor NUMBER, which isn't the ...by: Beverly M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
11
top 25 cutomers sales report or other sales reports would be nice to ...
It would be nice to have some standard sales reports to see what your customers sold per period or date and also be able to see how your salesmen sell per period.by: Aurelia D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
We should be able to change the holdback rate in progress and unitary ...
Currently we are unable to change a holdback rate mid project without all of the calculations on the billing going crazy and then not able to post a changed invoice if ...by: Joanna N. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Why is it not possible to change the calculating of amounts on a ...
Eg. Instead of having the billing generate numbers based on previous and current holdback, we should be able to change it so that we can just have a sum of the holdback ...by: Joanna N. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
7
In 3-5 it would be nice to have a tab at the bottom to allow you to go ...
On the 3-5 screen it would be nice to go directly to the job estimate when you look up a jobby: Sandy B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
Service contract attachments
It would be great to be able to attach my hard copy contract into the service contract area. That way the contract is readily accessible to anyone who needs it.by: Christina L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
client po on statement
Clients refer to jobs using their po #'s. We need to have that on the statement.by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
9
client po on statement
Clients use their PO's numbers to address invoices due us. Please put the client po on the statements.by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
Be able to create a list of clients that haven't purchased from you in ...
We would like to be able to create a list that will only show clients (businesses) that haven't purchased from us in over a year. We would like the client name, phone #, ...by: Alan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
Dashboard "Job Cash Flow to Date" "Cash Collected" should not include ...
It is impossible to job cost sales tax charge on a receivable invoice in Sage 100 (Liability Account). Either remove that restriction or do not include the in "Cash ...by: Mary K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
Job Directory / Project Directory - Vendors (4-4) and Job 3-5)
We are a General Contractor. We've seen other posts. There is no current way to create a decent and meaningful project directory. Issue: All the Contacts for Vendor or ...by: Danny B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
accounts receivable history
If you pull up a customer, give you detail of prior contracts for prior years without having to know the year.by: Tammy S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
Client locations table; add more fields, a contact table, or the ...
Client location table is too small. We need to be able to add multiple contacts to each location, not just the client. Please add a contact table for locations, or the ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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